Privacy Policy

Information we collect

We collect the information you provide when you sign up and use ADE, including:

• Account details such as name, email address, business name, and login credentials.
• Customer and contact data you store in ADE for quotes, invoices and customer management.
• Invoice, quote and purchase information, including amounts, dates, line items and payment status.
• Files and documents you upload to ADE, such as attachments, supporting documents and templates.
• Usage data such as actions taken in the platform, features used, and technical logs that help us operate the service.

How we use information

We use your data to provide and improve ADE, including:

• Creating and managing your account, contacts, quotes, invoices, purchases and business records.
• Delivering service notifications, updates and security alerts.
• Supporting and responding to enquiries and technical issues.
• Analysing platform use to improve performance, reliability and user experience.
• Protecting ADE from fraud, abuse or unauthorised access.

Third-party services

ADE relies on third-party providers to deliver the platform. These services may include:

• Hosting providers for application infrastructure and data storage.
• Email providers for account verification, notifications and customer support.
• Payment providers when payment features are enabled by you.
• Analytics providers to measure usage and improve the service.

We only share what is necessary for these providers to support ADE. We do not sell your personal information.

Data security

We take reasonable steps to protect your information from unauthorised access, loss or misuse. Our security measures include encryption, access controls and monitoring. However, no system is completely secure, and you should take care when choosing passwords and devices used to access ADE.

Data retention

We retain your account information for as long as your account is active or as needed to provide ADE. If you close your account, we may retain certain data to comply with legal obligations or resolve disputes.

Your rights and access requests

You may request access to your personal data, ask us to correct information, or request deletion subject to legal or operational requirements. ADE users are responsible for the accuracy and legal compliance of the data they upload, including customer details, quotes, invoices and documents.

Cookies and essential site functionality

We use cookies and similar technologies to support essential functions such as login, session management and site security. These cookies are necessary for ADE to work and cannot be switched off without affecting service access.

Contact

If you have questions about this Privacy Policy or wish to make an access request, please contact us through the ADE website or the contact details provided in the platform.

ADE is a software platform only and is not a chartered accountant, tax agent, law firm, or financial adviser.